2023 Form 5500 filing — Student Transportation Of America, Inc. 401k Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015114113NAL0049075200001) for Student Transportation Of America, Inc. 401k Savings Plan, reported by Student Transportation Of America, Inc. under EIN 22-3512226 and plan number 002. It reports 14,275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114113NAL0049075200001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Student Transportation Of America, Inc.
- EIN
- 22-3512226
- Plan number
- 002
- Location
- Wall, NJ
- Participants
- 14,275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,057,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,057,762
- Employer contributions
- $1,486,883
- Participant contributions
- $5,123,052
- Total income / additions
- $12,474,157
- Benefits paid
- $5,276,852
- Administrative expenses
- $205,744
- Total expenses
- $5,738,818
- Net increase / (decrease)
- $6,735,339
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $177,806 | $0 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $64,973 | not reported in the loaded dataset |
| Equitable Advisors LLC | BROKER/ADVISER | $0 | $62,815 |
| Eisneramper Llp | AUDITOR | $19,162 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | OTHER | $18,000 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,154 | not reported in the loaded dataset |